New Permission Requirements for Non-Admin Users

We’re improving security by adding Edit permission requirements for non-admin users in several Salesforce Billing actions. Previously, non-admin users without Edit permissions could still change field values on several objects.

Where: This change applies to Lightning Experience in Salesforce Billing.

Who: You need Salesforce CPQ to install Salesforce Billing. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.

How: For non-Admin users, turn on Edit access for these actions.
Action Edit Access Required For
Post an invoice Invoice and invoice line
Post a credit note Credit note, credit note line, credit note’s Status field, credit note line’s Status field
Post a debit note Debit note, debit note line, debit note’s Status field, debit note line’s Status field
Apply tax to credit notes (standard tax or tax integrations) Invoice, invoice line, credit note, credit note line
Apply tax to debit notes (standard tax or tax integrations) Invoice, invoice line, debit note, debit note line